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JHEQX vs JHQRX
JHEQX vs JHQRX Comparison
Open Charts JHEQX vs JHQRX
JHEQX vs JHQRX Comparison Chart in %
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JHEQX vs. JHQRX commentary
Jul 22, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JHEQX is a Buy and JHQRX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX (18.3B) and JHQRX (18.3B) have equal amount of cash in the bank . JHQRX pays higher dividends than JHEQX: JHQRX (0.82) vs JHEQX (0.56). JHEQX was incepted earlier than JHQRX: JHEQX (13 years) vs JHQRX (13 years). JHEQX (0.57) is less costly to investors than JHQRX (0.32). JHEQX (20.00) and JHQRX (20.00) have comparable annual turnover. JHEQX has a lower initial minimum investment than JHQRX: JHEQX (1000000) vs JHQRX (15000000). JHQRX annual gain was more profitable for investors over the last year : 4.30 vs. JHEQX (4.07). JHQRX (37.98) and JHEQX (36.63) have equivalent 5 years return.
| JHEQX | JHQRX | JHEQX / JHQRX | |
| Total Expense Ratio | 0.57 | 0.32 | 178% |
| Annual Report Gross Expense Ratio | 0.57 | 0.32 | 178% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | -1.598 | -1.467 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 18.3B | 100% |
| Annual Yield % from dividends | 0.56 | 0.82 | 69% |
| Returns for 1 year | 4.07 | 4.30 | 95% |
| Returns for 3 years | 26.51 | 27.42 | 97% |
| Returns for 5 years | 36.63 | 37.98 | 96% |
| Returns for 10 years | 126.54 | 131.07 | 97% |
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